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Large CapVSELSS

SBI Blue Chip Fund vs SBI ELSS Tax Saver Fund

Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.

3Y Return

31.25%

VS

3Y Return

19.98%

ParameterASBI Blue Chip Fund - Direct Plan - GrowthBSBI ELSS Tax Saver Fund - Direct Plan - Growth
Fund HouseSBI Mutual FundSBI Mutual Fund
CategoryLarge CapELSS
NAV (โ‚น)101.68462.73
AUM (โ‚น Cr)5.35 Lac Cr3.11 Lac Cr
Expense Ratio (%)0.79%0.93%
RiskometerVery HighVery High
Volatility11.3515.53
Sharpe Ratio2.180.87
1 Year Return (%)9.84%-1.1%
3 Year Return (%)31.25%19.98%
5 Year Return (%)25.25%17.91%
Since Launch (%)12.02%15.42%
Min SIP (โ‚น)500500
Min Lumpsum (โ‚น)10001000
Launch Date3 January 20132 January 2013
Exit LoadNilNil
Fund ManagerPradeep Kesavan; Saurabh Pant (2.5 years yrs)Milind Agrawal (0.4 years yrs)
BenchmarkBSE 100 Total Return IndexNifty 500 TRI
Top 3 HoldingsHDFC Bank Ltd. (8.73%), ICICI Bank Ltd. (7.76%), Reliance Industries Ltd. (6.56%)ICICI Bank Ltd. (8.95%), Reliance Industries Ltd. (5.19%), Kotak Mahindra Bank Ltd. (4.9%)
Asset AllocationEquity: 97.26% | T-Bills: 0.78%Equity: 96.05% | T-Bills: 0.12%
Portfolio Turnover8%37%

Why consider SBI Blue Chip Fund?

  • Expense ratio: 0.79%
  • 3Y return: 31.25%
  • AUM: 5.35 Lac Cr
  • Sharpe Ratio: 2.18

Why consider SBI ELSS Tax Saver Fund?

  • Expense ratio: 0.93%
  • 3Y return: 19.98%
  • AUM: 3.11 Lac Cr
  • Sharpe Ratio: 0.87

SIP Calculator โ€“ Compare Growth Potential

SBI Blue Chip Fund

โ‚น4110903.05

@31.3% annual return (3Y)

SBI ELSS Tax Saver Fund

โ‚น1909339.14

@20.0% annual return (3Y)

*Projected returns are illustrative based on historical 3โ€‘year returns. Past performance does not guarantee future returns.

Mahendra Maurya

Mahendra Maurya

6+ Years in Banking, Wealth Management & Financial Services

Founder & Author of ShareTargetPrice.in. 6+ years in Banking, Wealth Management & Financial Services.

๐Ÿ“Š Author & Founder at Share Target Price

โš ๏ธ Disclaimer: Mutual fund investments are subject to market risks. Past performance does not guarantee future returns. AI-generated insights are based solely on historical data and do not constitute investment advice. Please consult your SEBI-registered financial advisor.